Pinnacle Family Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,231
| Closed | -$3.07M | – | 123 |
|
|
2024
Q4 | $3.07M | Buy |
35,231
+14,777
| +72% | +$1.29M | 1.49% | 18 |
|
|
2024
Q3 | $1.78M | Buy |
+20,454
| New | +$1.78M | 0.92% | 28 |
|
|
2024
Q2 | – | Sell |
-15,228
| Closed | -$1.26M | – | 122 |
|
|
2024
Q1 | $1.26M | Buy |
+15,228
| New | +$1.26M | 0.67% | 33 |
|
|
2023
Q1 | – | Sell |
-23,987
| Closed | -$1.78M | – | 109 |
|
|
2022
Q4 | $1.78M | Sell |
23,987
-1,354
| -5% | -$100K | 1.27% | 17 |
|
|
2022
Q3 | $1.7M | Sell |
25,341
-1,682
| -6% | -$113K | 1.47% | 17 |
|
|
2022
Q2 | $1.96M | Buy |
+27,023
| New | +$1.96M | 1.6% | 14 |
|
|
2018
Q4 | – | Sell |
-34,587
| Closed | -$2.36M | – | 73 |
|
|
2018
Q3 | $2.36M | Buy |
34,587
+20,948
| +154% | +$1.43M | 1.25% | 22 |
|
|
2018
Q2 | $911K | Sell |
13,639
-9,635
| -41% | -$644K | 0.48% | 37 |
|
|
2018
Q1 | $1.44M | Buy |
23,274
+7,980
| +52% | +$493K | 0.82% | 24 |
|
|
2017
Q4 | $961K | Buy |
+15,294
| New | +$961K | 0.44% | 43 |
|
|
2017
Q2 | – | Sell |
-25,868
| Closed | -$1.53M | – | 82 |
|
|
2017
Q1 | $1.53M | Buy |
25,868
+5,134
| +25% | +$303K | 0.94% | 23 |
|
|
2016
Q4 | $1.23M | Buy |
+20,734
| New | +$1.23M | 0.75% | 33 |
|